Signature Wealth Management Group’s NextEra Energy NEE Stock Holding History

Signature Wealth Management Group’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,416	Closed	-$333K	–	118
2025 Q3	$333K	Sell	4,416 -37	-0.8%	-$2.7K	0.13%	98
2025 Q2	$309K	Buy	4,453 +157	+4%	+$10.9K	0.12%	100
2025 Q1	$305K	Buy	+4,296	New	+$303K	0.12%	103
2024 Q2	–	Sell	-3,861	Closed	-$248K	–	102
2024 Q1	$248K	Sell	3,861 -23	-0.6%	-$1.35K	0.11%	97
2023 Q4	$236K	Buy	+3,884	New	+$221K	0.11%	96
2023 Q2	$241K	Buy	3,250 +60	+2%	+$4.54K	0.11%	93
2023 Q1	$246K	Buy	3,190 +49	+2%	+$3.77K	0.12%	91
2022 Q4	$263K	Buy	3,141 +14	+0.4%	+$1.13K	0.13%	85
2022 Q3	$245K	Buy	3,127 +32	+1%	+$2.71K	0.12%	86
2022 Q2	$240K	Buy	+3,095	New	+$236K	0.12%	83
2018 Q4	–	Sell	-220	Closed	-$10K	–	219
2018 Q3	$10K	Hold	220	–	–	0.01%	184
2018 Q2	$9K	Hold	220	–	–	0.01%	196
2018 Q1	$9K	Hold	220	–	–	0.01%	191
2017 Q4	$9K	Buy	+220	New	+$8.49K	0.01%	198

Other funds holding NEE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Signature Wealth Management Group's NEE Position: Q4 2025 in Review

Signature Wealth Management Group sold out of NextEra Energy (NEE) in Q4 2025, closing a stake of 4,416 shares — an estimated $333K sold.

Signature Wealth Management Group first reported a position in NEE in Q4 2017 and held it in 14 quarters. The position peaked at $333K in Q3 2025. 2,961 funds tracked by Wall St. Rank hold NEE as of Q4 2025.

Signature Wealth Management Group reported no remaining NextEra Energy position as of Q4 2025 after selling out during the quarter.
Signature Wealth Management Group sold 4,416 NextEra Energy shares in Q4 2025, an estimated $333K.
Signature Wealth Management Group first reported a position in NextEra Energy in Q4 2017 and held it in 14 quarters.
Signature Wealth Management Group's NextEra Energy position peaked at $333K in Q3 2025.
2,961 funds tracked by Wall St. Rank held NextEra Energy as of Q4 2025.

Based on Signature Wealth Management Group's 13F filing for Q4 2025, filed 15 Jan 2026.